500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.
Researcher CFRA awards the Natixis Vaughan Nelson Select ETF (VNSE) with its 5-star rating, based on performance, reward potential and risk mitigation.
Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
Analysis of recent tax loss harvesting opportunities and overview of potential changes in tax legislation from the billionaire tax to SECURE 2.0.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.
Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.
Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).
Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.
EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.
While tax code changes remain uncertain, the strong fourth quarter bull market continued to limit opportunities for harvesting losses in portfolios.
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.
Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.
Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.
Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.
Tactical asset allocation strategies can add value and improve returns, but they can also be difficult to execute and evaluate. Here’s what to look for.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
Direct indexing portfolios can be customized to maximize after-tax return, align with personal values, or pursue specific investment objectives.
Quantifying a fund’s tax costs can be an important differentiator, but is much more difficult to assess than investment management or advisory fees.
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
Learn about three ways to create an investment portfolio with an ESG (environmental, social, governance) focus.
The tax-efficiency and customization options available with direct indexing may be particularly attractive to high net worth investors.
Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.
Predictions for 2022 ETF trends, and a look back at how investor interest developed in 2021, are covered by Natixis’ ETF experts.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
ETFs are more tax-efficient than mutual funds, but for tax-sensitive investors, direct indexing may be an even better solution.
In an interview with the NYSE, PM Scott Weber explains the disciplined process behind the innovative Natixis Vaughan Nelson Select ETF (VNSE).
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
Shorter-term volatility and longer-term structural growth tailwinds for the emerging world as it emerges from the pandemic are explained.
The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.
A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles' Growth Equity alpha thesis are explained.
Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
When considering ETFs, know how premium/discount is calculated — and look at other factors
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.